YHB Investment Advisors, Inc.

Position in AXP — American Express Co

CIK 1469219 West Hartford, CT

Position in AXP

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$2,052,162

+$259,061 QoQ

Shares Held

6,067

+2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,180

of 2,990 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

YHB Investment Advisors, Inc. holds $35,600,157 across 4 Credit Services names. AXP ranks #3 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	82,599	$28,338,890
2	MA	Mastercard Inc	6,219	$3,194,078
3	AXP	American Express Co This page	6,067	$2,052,162
4	COF	Capital One Financial Corp	10,044	$2,015,027

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,052,162	6,067	+2.3%	Shares	Sole	2026-07-14
2026-03-31	$1,793,101	5,928	+0.2%	Shares	Sole	2026-04-13
2025-12-31	$2,188,994	5,917	-0.7%	Shares	Sole	2026-01-16
2025-09-30	$1,979,673	5,960	-0.3%	Shares	Sole	2025-10-08
2025-06-30	$1,906,862	5,978	+0.2%	Shares	Sole	2025-07-10
2025-03-31	$1,605,421	5,967	+0.1%	Shares	Sole	2025-04-23
2024-12-31	$1,769,165	5,961	-2.1%	Shares	Sole	2025-01-22
2024-09-30	$1,650,523	6,086	+2.1%	Shares	Sole	2024-10-22
2024-06-30	$1,380,269	5,961	+0.3%	Shares	Sole	2024-08-01
2024-03-31	$1,352,706	5,941	0.0%	Shares	Sole	2024-08-15
2023-12-31	$1,112,986	5,941	-17.9%	Shares	Sole	2024-01-29
2023-09-30	$1,079,688	7,237	-0.7%	Shares	Sole	2023-10-23
2023-06-30	$1,269,395	7,287	+1.0%	Shares	Sole	2023-08-10
2023-03-31	$1,189,619	7,212	+1.4%	Shares	Sole	2023-05-08
2022-12-31	$1,050,798	7,112	0.0%	Shares	Sole	2023-01-12
2022-09-30	$959,479	7,112	-1.4%	Shares	Sole	2022-11-03
2022-06-30	$999,727	7,212	0.0%	Shares	Sole	2022-07-14
2022-03-31	$1,348,644	7,212	+0.4%	Shares	Sole	2022-04-14
2021-12-31	$1,174,975	7,182	-1.5%	Shares	Sole	2022-01-18
2021-09-30	$1,221,293	7,290	+0.3%	Shares	Sole	2021-10-28
2021-06-30	$1,201,222	7,270	-0.3%	Shares	Sole	2021-07-15
2021-03-31	$1,031,804	7,295	-0.3%	Shares	Sole	2021-04-22
2020-12-31	$885,061	7,320	-0.4%	Shares	Sole	2021-01-21
2020-09-30	$736,837	7,350	-9.3%	Shares	Sole	2020-11-02
2020-06-30	$771,120	8,100	-2.4%	Shares	Sole	2020-07-20
2020-03-31	$710,563	8,300	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.